Monument Capital Management
ES icon

Monument Capital Management’s Eversource Energy ES Stock Holding History

Monument Capital Management’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Buy
3,343
+21
+0.6% +$1.5K 0.04% 245
2026
Q2 		$240K Buy
3,322
+239
+8% +$16.6K 0.05% 234
2026
Q1 		$214K Buy
3,083
+50
+2% +$3.53K 0.05% 202
2025
Q4 		$204K Buy
+3,033
New +$213K 0.05% 209

Other funds holding ES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Monument Capital Management's ES Position: Q3 2026 in Review

Monument Capital Management increased its Eversource Energy (ES) stake by 0.63% in Q3 2026, buying an estimated $1.5K and bringing the position to 3,343 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #245.

Monument Capital Management first reported a position in ES in Q4 2025 and has held it in 4 quarters since. The position peaked at $240K in Q2 2026. 715 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Monument Capital Management held 3,343 shares of Eversource Energy worth $214K as of Q3 2026.
  • Monument Capital Management bought 21 Eversource Energy shares in Q3 2026, an estimated $1.5K.
  • Eversource Energy made up 0.04% of Monument Capital Management's portfolio in Q3 2026, its #245 holding.
  • Monument Capital Management first reported a position in Eversource Energy in Q4 2025 and has held it in 4 quarters since.
  • Monument Capital Management's Eversource Energy position peaked at $240K in Q2 2026.
  • 715 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.